On Wednesday, the A share market again showed a strong divergence trend.

Affected by the weight plates such as finance and infrastructure, the stock index has been in turmoil, but the gem index has climbed to a new high, which is historically above 2000 points.

It seems that the gem is thriving, but the situation of today's 100 stock trading shows that it highlights the current hot spot and deserves to be grasped.

From the disk view, the ST plate was removed, and the two cities today have more than 100 stocks.

In this case, stocks are almost half of the main board.

Small and medium sized stocks also occupy the other half of the list.

This shows that the current hot structural market is not focused on which plate, but the whole market has appeared the theme of small and medium market capitalization and speculation stocks.

The heavyweights continue to dig holes, but there is a tide of trading on the theme stocks, and these trading stocks have more than 6 of the price earnings ratio of more than 60 times, can not be said that there is no bubble.

But from the point of view of the moment, the market is right.

Speculation is strong, the gem has just stood on the 2000 pass, and there is still a possibility of rising trend.

Therefore, we Guangzhou Bandung think that although the long trend of the market has not been damaged, but in the short term is affected by the demand for deleveraging and IPO speed increase.

Tending to be cautious, the market index is difficult to start immediately.

However, the enthusiasm of market pactions began to pick up after years. With the advent of the two sessions, a large number of new catalysts appeared in the market, and funds naturally shifted to the emerging industries related to reform policies and the reform of state-owned enterprises.

On the whole, weight stocks are hard to show, under the constant background of catalyst.

It is also suggested that investors should pay close attention to the emerging industries related to the reform of the two sessions and the concept stocks of SOE reform, such as: Reform of state owned enterprises, oil and gas reform, financial reform and so on. In the field of livelihood, which is highly valued by the two conferences, health care, education, pension, environmental protection and other sectors are expected to usher in a new catalyst.

After the start of the environmental protection sector, the pharmaceutical sector also rose sharply today.

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On the disk: two cities small cap rose, closing the market, more than 100 stock trading, no stock limit, stocks continued to rise, trading volume compared to yesterday significantly weakened, showing that investors cautious attitude, capital flows showed that the net outflow, the gem is another record high, the Shanghai stock index fell 3300 points, the weakness of heavyweights is the main reason for the failure of the market to recover 3300 points.

Technically speaking, the index of the stock market has gained a small line, and the index has been in a narrow range throughout the day. The stock index continues to lose its 3300 point integer pass, and the growth enterprise market is going to be a new high. Technically, the market is likely to continue to expand the market of the bull market. It does not exclude the 10 day line of the index downward test.

Looking at today's market, the performance of theme stocks is quite powerful, and the long silence of medicine concept is broken out across the whole line. For the next market, the market will face new challenges next week, so the index's weakness will be inevitable. But with the deepening of the two sessions, the relevant concepts that are frequently mentioned at the two sessions will be expected to launch a heated upward trend during the conference. That is to say, the next week or more, we should not expect the index to rise much higher, and the operation of the stock market will be the main theme in the short term.